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USD
Artisan Global Opportunities Inv (ARTRX)
33.94
-0.43
(-1.25%)
At close: October 30 at 8:08:17 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.68% |
|---|---|
| 5y Average Return | 1.35% |
| Number of Years Up | 14 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 39.81% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 39.81% |
| Worst 3Y Total Return | -0.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ARTRX
Category
- YTD
- 2.82%
- 0.00%
- 1-Month
- -4.59%
- 0.00%
- 3-Month
- -4.35%
- 0.00%
- 1-Year
- 0.53%
- 0.00%
- 3-Year
- 13.30%
- 0.00%
- 5-Year
- 2.90%
- 0.00%
- 10-Year
- 10.30%
- 0.00%
- Last Bull Market
- 12.58%
- 0.00%
- Last Bear Market
- -20.59%
- 0.00%
Annual Total Return (%) History
Year
ARTRX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.34% | 12.37% | -4.35% | -- |
|
2025
|
-4.41% | 11.27% | 4.68% | -2.22% |
|
2024
|
10.78% | 1.23% | 4.24% | -1.67% |
|
2023
|
9.09% | 5.73% | -5.66% | 13.03% |
|
2022
|
-13.58% | -20.59% | -4.14% | 5.84% |
|
2021
|
-1.94% | 8.78% | 1.74% | 4.70% |
|
2020
|
-13.06% | 27.66% | 14.02% | 10.48% |
|
2019
|
16.45% | 6.06% | 0.41% | 9.34% |
|
2018
|
3.19% | 0.72% | 3.48% | -15.45% |
|
2017
|
10.38% | 8.20% | 5.29% | 4.32% |
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 93 |
|---|---|
| 3-Month | 83 |
| 1-Year | 73 |
| 3-Year | 77 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 0.53% |
| 3-Year | 13.30% |
|---|---|
| 5-Year | 2.90% |
| 10-Year | 10.30% |
Performance & Risk
| YTD Return | 1.68% |
| 5y Average Return | 1.35% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.99 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Artisan Partners Funds |
| Net Assets | 1.41B |
| YTD Return | 2.82% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 22, 2008 |
Fund Summary
The fund's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.
